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BKM Wealth Management’s Honeywell HON Stock Holding History

BKM Wealth Management’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,750
Closed -$396K – 152
2026
Q1 		$396K Sell
1,750
-41
-2% -$9.37K 0.14% 110
2025
Q4 		$349K Sell
1,791
-101
-5% -$19.8K 0.13% 117
2025
Q3 		$375K Sell
1,892
-158
-8% -$33K 0.14% 115
2025
Q2 		$450K Buy
2,050
+113
+6% +$22.9K 0.18% 109
2025
Q1 		$387K Sell
1,937
-290
-13% -$58.7K 0.16% 115
2024
Q4 		$474K Buy
2,227
+269
+14% +$56.1K 0.19% 109
2024
Q3 		$381K Buy
+1,958
New +$380K 0.16% 124
2024
Q2 		– Sell
-2,647
Closed -$512K – 170
2024
Q1 		$512K Buy
2,647
+666
+34% +$125K 0.22% 105
2023
Q4 		$392K Buy
+1,981
New +$357K 0.17% 108

Other funds holding HON

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BKM Wealth Management's HON Position: Q2 2026 in Review

BKM Wealth Management sold out of Honeywell (HON) in Q2 2026, closing a stake of 1,750 shares — an estimated $396K sold.

BKM Wealth Management first reported a position in HON in Q4 2023 and held it in 9 quarters. The position peaked at $512K in Q1 2024. 2,172 funds tracked by Wall St. Rank hold HON as of Q2 2026.

  • BKM Wealth Management reported no remaining Honeywell position as of Q2 2026 after selling out during the quarter.
  • BKM Wealth Management sold 1,750 Honeywell shares in Q2 2026, an estimated $396K.
  • BKM Wealth Management first reported a position in Honeywell in Q4 2023 and held it in 9 quarters.
  • BKM Wealth Management's Honeywell position peaked at $512K in Q1 2024.
  • 2,172 funds tracked by Wall St. Rank held Honeywell as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.